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Legacy Advisors’s Ameriprise Financial AMP Stock Holding History

Legacy Advisors’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,287
Closed -$623K – 38
2025
Q1 		$623K Buy
1,287
+49
+4% +$25.7K 0.06% 231
2024
Q4 		$659K Sell
1,238
-555
-31% -$296K 0.06% 223
2024
Q3 		$842K Buy
1,793
+52
+3% +$22.6K 0.09% 176
2024
Q2 		$744K Buy
1,741
+14
+0.8% +$5.98K 0.09% 164
2024
Q1 		$757K Buy
1,727
+77
+5% +$30.8K 0.1% 169
2023
Q4 		$627K Buy
1,650
+556
+51% +$191K 0.08% 178
2023
Q3 		$361K Buy
1,094
+13
+1% +$4.44K 0.06% 213
2023
Q2 		$359K Sell
1,081
-50
-4% -$15.4K 0.05% 201
2023
Q1 		$347K Buy
+1,131
New +$371K 0.06% 184
2019
Q3 		– Sell
-369
Closed -$54K – 127
2019
Q2 		$54K Hold
369
– – 0.04% 200
2019
Q1 		$47K Buy
+369
New +$45.8K 0.02% 220
2018
Q4 		– Sell
-369
Closed -$54K – 129
2018
Q3 		$54K Hold
369
– – 0.03% 222
2018
Q2 		$52K Hold
369
– – 0.04% 184
2018
Q1 		$52K Buy
+369
New +$60.2K 0.04% 159

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Advisors's AMP Position: Q2 2025 in Review

Legacy Advisors sold out of Ameriprise Financial (AMP) in Q2 2025, closing a stake of 1,287 shares — an estimated $623K sold.

Legacy Advisors first reported a position in AMP in Q1 2018 and held it in 14 quarters. The position peaked at $842K in Q3 2024. 1,361 funds tracked by Wall St. Rank hold AMP as of Q2 2025.

  • Legacy Advisors reported no remaining Ameriprise Financial position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 1,287 Ameriprise Financial shares in Q2 2025, an estimated $623K.
  • Legacy Advisors first reported a position in Ameriprise Financial in Q1 2018 and held it in 14 quarters.
  • Legacy Advisors's Ameriprise Financial position peaked at $842K in Q3 2024.
  • 1,361 funds tracked by Wall St. Rank held Ameriprise Financial as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.